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Your financial advisor probably haven't told you about these accounts, nor do they know how to set them up legally to be tax-free for the account holder.
This will Lock in your gains with a Zero floor
They can offer payment Flexibility
Provide Tax-Free Income using the US Tax Code
Establishes a Safety Net should something happen before you can invest enough to retire.
The #1 question you should be asking your Financial Advisor about your retirement
You have worked hard and hopefully invested wisely to accumulate the assets that will provide for a comfortable retirement.
Taking a loss at this point can be catastrophic and delay your retirement or eliminate it completely.
Simple steps can be taken to remove this risk and allow you to still grow your money without risk of market losses or outliving your resources.
Right about now you should be asking yourself why your financial advisor cant provided a solution that GUARANTEES the safety of your retirement funds?
If you own a home with an outstanding loan balance this maybe an option for you to consider. Simply put this ensures your family wouldn't struggle to pay the overhead should something happen to the main breadwinner in the family.
The hard truth is most household spend hundreds of dollars every month on frivolous expenses yet they still have nothing in place to cover the mortgage payments and replace lost income when illness or tragedy strikes.
The REAL truth about all those mailers
Learn about your options
Relax knowing everything is covered as needed
The J & P
The insurance that saves everything... ...more
Mortgage Protection
May 25, 2023•2 min read
Fixed Annuities...what you should know. ...more
Fixed Annuites
May 25, 2023•2 min read
A tax-free retirement account (TFRA) is a long-term investment that attempts to minimize your tax burden in your later years. ...more
IUL
May 25, 2023•4 min read